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Join MyWealth Concierge

  • WealthStarter

    50$
    Every month
    Get yourself on the right track
     
    • MyWealth Community - Information, tips and support
    • MyWealth Portal - securely store all your financial info
    • Set & Track Goals
    • Budgeting - keep a track of your income and expenses
    • Asset Management - Live valuations of your all assets

  • WealthLite

    80$
    Every month
    Great for retirees or those not needing live data
     
    • MyWealth Community - Information, tips and support
    • MyWealth Portal - securely store all your financial info
    • Asset Management - One-off valuations of your assets
    • Wealth Check - Annual reviews of loans, insurance & super
    • Financial Support Service - paperwork completion and queries
    • Access to highly qualified advisers, accountants & brokers

  • WealthBuilder

    95$
    Every month
    Further build your wealth and keep on top of your finances
     
    • MyWealth Community - Information, tips and support
    • MyWealth Portal - securely store all your financial info
    • Set & Track Financial and Lifestyle Goals
    • Budgeting - keep a track of your income and expenses
    • Asset Management - Live valuations of your all assets
    • Wealth Check - Annual reviews of loans, insurance & super
    • Financial Support Service - paperwork completion and queries
    • Access to highly qualified advisers, accountants & brokers

  • WealthMax

    150$
    Every month
    For those who have accumulated wealth & need extra support
     
    • MyWealth Community - Information, tips and support
    • MyWealth Portal - securely store all your financial info
    • Set & Track Financial and Lifestyle Goals
    • Budgeting - keep a track of your income and expenses
    • Asset Management - Live valuations of your all assets
    • Wealth Check - Annual reviews of loans, insurance & super
    • Financial Support Service - paperwork completion and queries
    • Half-Yearly Portfolio Updates
    • Estate Planning Assistance (Organise Wills, PoA etc)
    • Exclusive Discounts (ie Tax Returns, SMSF Admin)
    • Tax Return Checklist (if required)
    • Will Storage & Executor Kit
    • Access to highly qualified advisers, accountants & brokers

  • WealthPro

    300$
    Every month
    The ultimate VIP MyWealth Concierge Package
     
    • MyWealth Community - Information, tips and support
    • MyWealth Portal - securely store all your financial info
    • Set & Track Financial and Lifestyle Goals
    • Budgeting - keep a track of your income and expenses
    • Asset Management - Live valuations of your all assets
    • Wealth Check - Annual reviews of loans, insurance & super
    • Financial Support Service - paperwork completion and queries
    • Regular Portfolio Updates
    • Estate Planning Assistance (Organise Wills, PoA etc)
    • Exclusive Discounts (ie Tax Returns, SMSF Admin)
    • Tax Return Checklist (if required)
    • Will Storage & Executor Kit
    • Priority access to highly qualifiedSenior Financial Planners
    • Access to Finance Specialists & Accountants

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